Scenario The Send Email Action fails when After Record Submit is set as the Trigger On value for a Scheduled Workflow. This article shows how to create a Scheduled Workflow that would run the Send Email Action. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Scheduled WF Send Email Record Type: Customer Sub… Continue reading Send Email Action Not Executed on Scheduled Workflow
Tag: workflow
Workflow: Is it possible to populate a custom segment once you select the customer on line level?
To access the line level on a Vendor Bill we need to create a sublist group and add action to that particular group.| Step 1 : Click New Sublist Group to add action on the Items Sublist Step 2 : Select Item under the Sublist field and Click Save (Trigger ON : Before Record Submit)… Continue reading Workflow: Is it possible to populate a custom segment once you select the customer on line level?
Exclude special or drop ship orders from the workflow
Purpose This article describes how to implement a Workflow Action Script in NetSuite to exclude special or drop ship orders from progressing through a workflow. The script checks if any item line in a transaction has the “Create PO” checkbox selected. If none are selected, the workflow bypasses the state meant for purchase order creation. Script Code /** * Workflow Action Script to check if any item line has “Create PO” checked.… Continue reading Exclude special or drop ship orders from the workflow
Display Workflow Details in Saved Search Results
Scenario When a workflow is used on a record, various details, such as Workflow Name, Current State, Date Entered Workflow, Date Entered State etc., can be found under the Active Workflows subtab of the record. It is also possible to display these details in a Saved Search results using the Workflow fields… (e.g. Workflow :… Continue reading Display Workflow Details in Saved Search Results
Types of Workflow Release Statuses and Their Functional Significance
In the workflow, there are four different release statuses. Suspended In suspended status, no new instances of the workflow are created, and no existing instances of the workflow are executed. If the workflow includes scheduled workflows, transitions, or actions, none of them will be executed. When an active released workflow is suspended, all the active… Continue reading Types of Workflow Release Statuses and Their Functional Significance
‘Current Record’ value is not appearing in Selection list of the Set Field Value action on the Workflow
Problem Statement: We have encountered an issue during the workflow development where the ‘Current Record’ value is not appearing as expected in the Selection list of the Set Field Value action on the Workflow. This seems to be due to the large volume of transactions in the account, which causes the field values to buffer… Continue reading ‘Current Record’ value is not appearing in Selection list of the Set Field Value action on the Workflow
How to Store Unstored Fields in NetSuite Using Workflows
In NetSuite, custom fields based on saved search values are often “unstored,” meaning their values update dynamically. While this is useful for real-time visibility, unstored fields can’t be used in reports, saved searches, or external integrations because their data isn’t saved. To overcome this, you can create a stored field, commonly referred to as a stamp… Continue reading How to Store Unstored Fields in NetSuite Using Workflows
Workflow: Disallow Edits to Approved Purchase Orders
As a NetSuite Administrator, this guide demonstrates how to build a Workflow that restricts unauthorized users from making changes to Purchase Orders once they have been approved. By doing so, this helps protect the accuracy of important information, improves overall control and reduces mistakes. It also helps the business workflow to be organized and efficient… Continue reading Workflow: Disallow Edits to Approved Purchase Orders
Tick the ‘Send Transactions via Email’ Preference on Entity Records
Emailing transaction details is a convenient way to provide users with important information about their activities, purchases, or account changes. Many people have easy access to email, and it allows them to receive and review transaction details at their own convenience. Users can easily file and store these emails for future reference, enabling them to… Continue reading Tick the ‘Send Transactions via Email’ Preference on Entity Records
Set colour for custom button which added using workflow
/** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([“N/record”, “N/log”, “N/redirect”, “N/ui/serverWidget”], function ( record, log, redirect, ui ) { function beforeLoad(context) { try { log.debug(“In btn color change”); let form = context.form; let newFieldview26 = form.addField({ id: ‘custpage_activity’, type: ‘INLINEHTML’, label: ‘Activity 1’ }); let html26 = “<script></script><style>input#custpageworkflow2200 {background-color: #00b300 !important;color: white !important;} input#custpageworkflow2208… Continue reading Set colour for custom button which added using workflow